Configuring certificate or smart card authentication in Engineering Publishing

You can generate document-style reports from the IBM Engineering Lifecycle Optimization - Publishing desktop client by using a certificate (.p12) file or a smart card. These authentication methods are more secure than logging in with a username and password.

About this task

Although a certificate file and a smart card are different, they are both certificates that are used for authentication. Certificate authentication is more secure than BASIC and FORM-based authentication. Certificate authentication uses HTTP over SSL and authentication occurs by using a public key certificate that is issued by a trusted organization, which is known as a certificate authority.

Document-style report generation to any smart-card server works only if Publishing Document Builder is configured to the same smart-card Jazz® Team Server JTS for authentication. You can't generate document-style reports to another smart-card IBM Engineering Lifecycle Management server.

You can enter smart card or certificate authentication details where you enter authentication details in PUB:

Data source schema wizard
Configure data source window
Properties view
Generate or configure document window
Schema discovery wizards, replace schema wizard, or OSLC discovery wizard

Authentication when adding a schema

When you add a schema in Document Studio, enter the authentication details for the smart card or digital certificate:

Procedure

If you choose SSL Certificate, enter the certificate path and password.
If you choose Smart-Card, select the certificate and enter the password.

Setting authentication when configuring the data source

You can specify to use certificate or smart card authentication in Launcher:

Procedure

In the Document Specification view, expand Templates > Data Sources.
Right-click the data source and select Configure Data Source.
Optional: For smart card authentication, select Smart-Card authentication as the authentication type and enter the password.
Optional: For SSL Certificate authentication, select SSL Certificate authentication as the authentication type and browse to select the path to the SSL certificate. Enter the password if needed.

Setting authentication in the Properties view

You can also set authentication details in the Properties view for the data source. There are two properties that are associated with smart card or certificate authentication:

Procedure

In the Properties view for the data source, specify the following details:

SSL Certificate Path: The path to the certificate file.
Smart Card Certificate: The smart card certificate alias name.

Authentication when configuring or generating a document-style report

You can enter smart card or SSL configuration details when you configure or generate a document-style report.

Procedure

In the Configure the data sources window, specify the authentication type.
Specify the username and password, if required.

Authentication when discovering a schema

You can enter smart card or SSL configuration details when you discover a schema with the REST or REST V2 schema discovery wizards, when replacing a schema or template from an HTTP location, or when selecting a global configuration.

Procedure

For more information, see the following videos:

Smart card and SSL certificate authentication
Certificate authentication in Publishing Document Builder